Re: [GNC] Import a transaction from a CSV file with both the debit and credit account set
Op zaterdag 12 januari 2019 20:15:49 CET schreef Patrick: > Hello, > > Yes, deselecting "Multi-split" allowed what I wanted. Thanks very much for > your help. > > I think that one of the things that confused me before you helped is that > until I select and deselect one of the boxes (for example, "multi-split", > or one of the other option boxes shown), it doesn't seem to allow me to set > the column fields. That's indeed a bug in GnuCash 3.3. It should be fixed in 3.4. > I think when I had observed this before, I thought this > had meant that not selecting any of these boxes was an invalid mode, so I > had selected "multi-split", which then allowed me to categorize the > columns. I see now that if I select a box, and then deselect it, it allows > me to proceed with column categorization and gives me the "transfer > account" option, as you mentioned. > > I did not see the "transfer amount" option you mentioned, but I used > "withdrawal", and that seemed to work. > True, that was my mistake. There is no "Transfer Amount". Geert ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Import a transaction from a CSV file with both the debit and credit account set
Hello, Yes, deselecting "Multi-split" allowed what I wanted. Thanks very much for your help. I think that one of the things that confused me before you helped is that until I select and deselect one of the boxes (for example, "multi-split", or one of the other option boxes shown), it doesn't seem to allow me to set the column fields. I think when I had observed this before, I thought this had meant that not selecting any of these boxes was an invalid mode, so I had selected "multi-split", which then allowed me to categorize the columns. I see now that if I select a box, and then deselect it, it allows me to proceed with column categorization and gives me the "transfer account" option, as you mentioned. I did not see the "transfer amount" option you mentioned, but I used "withdrawal", and that seemed to work. Thanks again and Regards, Patrick On Sat, Jan 12, 2019 at 11:50 AM Geert Janssens wrote: > Op zaterdag 12 januari 2019 18:21:34 CET schreef Patrick: > > Thank you for the advice. > > > > I am using version 3.3. When I am using the import wizard and specifying > > the contents of each column in the CSV file, I see "Date", "Description", > > "Withdrawal" (amount), and "Account". But I don't see a way to specify > the > > other account. (I tried specifying a second "Account" column, but when I > do > > this, it deselects the previously selected "Account" column.) > > > That sounds as if you have enabled the "Multiline" checkbox ? > If that checkbox is *not* checked, there should be some additional column > types like "Transfer Account" and "Transfer Amount" > > But perhaps it's more useful if you post a sample of your csv data (you > can > anonymize it of course). That will make it easier to help you set the > proper > values. > > Geert > > > Regards, > > Patrick > > > > On Sat, Jan 12, 2019 at 6:57 AM Geert Janssens < > geert.gnuc...@kobaltwit.be> > > > > wrote: > > > I'm pretty sure what you ask can be done in the new csv importer in > > > GnuCash > > > 3.x. > > > > > > What version of GnuCash are you using ? > > > > > > Regards, > > > > > > Geert > > > > > > Op zaterdag 12 januari 2019 00:34:06 CET schreef Patrick: > > > > Hello, > > > > > > > > When I am importing transactions from a CSV, I see a way to set one > of > > > > > > the > > > > > > > accounts involved with the transaction, but not the other account. > The > > > > > > only > > > > > > > way I know to set the other account is to do it manually in the > import > > > > wizard for each transaction. Is there a way to set both accounts in > the > > > > > > CSV > > > > > > > file so that I don't have to do it manually for each transaction? > > > > > > > > I like to keep a log of transactions in a CSV file separately from my > > > > Gnucash file, and then import that CSV. If Gnucash doesn't allow > setting > > > > both accounts in a CSV file, maybe there is a way to use the QIF > format > > > > > > to > > > > > > > set both accounts and then import the QIF file? I am open to that, if > > > > > > that > > > > > > > is possible. > > > > > > > > Regards > > > > Patrick > > > > ___ > > > > gnucash-user mailing list > > > > gnucash-user@gnucash.org > > > > To update your subscription preferences or to unsubscribe: > > > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > > > If you are using Nabble or Gmane, please see > > > > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > > > > Please remember to CC this list on all your replies. > > > > You can do this by using Reply-To-List or Reply-All. > > > > > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Import a transaction from a CSV file with both the debit and credit account set
Op zaterdag 12 januari 2019 18:21:34 CET schreef Patrick: > Thank you for the advice. > > I am using version 3.3. When I am using the import wizard and specifying > the contents of each column in the CSV file, I see "Date", "Description", > "Withdrawal" (amount), and "Account". But I don't see a way to specify the > other account. (I tried specifying a second "Account" column, but when I do > this, it deselects the previously selected "Account" column.) > That sounds as if you have enabled the "Multiline" checkbox ? If that checkbox is *not* checked, there should be some additional column types like "Transfer Account" and "Transfer Amount" But perhaps it's more useful if you post a sample of your csv data (you can anonymize it of course). That will make it easier to help you set the proper values. Geert > Regards, > Patrick > > On Sat, Jan 12, 2019 at 6:57 AM Geert Janssens > > wrote: > > I'm pretty sure what you ask can be done in the new csv importer in > > GnuCash > > 3.x. > > > > What version of GnuCash are you using ? > > > > Regards, > > > > Geert > > > > Op zaterdag 12 januari 2019 00:34:06 CET schreef Patrick: > > > Hello, > > > > > > When I am importing transactions from a CSV, I see a way to set one of > > > > the > > > > > accounts involved with the transaction, but not the other account. The > > > > only > > > > > way I know to set the other account is to do it manually in the import > > > wizard for each transaction. Is there a way to set both accounts in the > > > > CSV > > > > > file so that I don't have to do it manually for each transaction? > > > > > > I like to keep a log of transactions in a CSV file separately from my > > > Gnucash file, and then import that CSV. If Gnucash doesn't allow setting > > > both accounts in a CSV file, maybe there is a way to use the QIF format > > > > to > > > > > set both accounts and then import the QIF file? I am open to that, if > > > > that > > > > > is possible. > > > > > > Regards > > > Patrick > > > ___ > > > gnucash-user mailing list > > > gnucash-user@gnucash.org > > > To update your subscription preferences or to unsubscribe: > > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > > If you are using Nabble or Gmane, please see > > > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - > > > Please remember to CC this list on all your replies. > > > You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Import a transaction from a CSV file with both the debit and credit account set
Thank you for the advice. I am using version 3.3. When I am using the import wizard and specifying the contents of each column in the CSV file, I see "Date", "Description", "Withdrawal" (amount), and "Account". But I don't see a way to specify the other account. (I tried specifying a second "Account" column, but when I do this, it deselects the previously selected "Account" column.) Regards, Patrick On Sat, Jan 12, 2019 at 6:57 AM Geert Janssens wrote: > I'm pretty sure what you ask can be done in the new csv importer in > GnuCash > 3.x. > > What version of GnuCash are you using ? > > Regards, > > Geert > > Op zaterdag 12 januari 2019 00:34:06 CET schreef Patrick: > > Hello, > > > > When I am importing transactions from a CSV, I see a way to set one of > the > > accounts involved with the transaction, but not the other account. The > only > > way I know to set the other account is to do it manually in the import > > wizard for each transaction. Is there a way to set both accounts in the > CSV > > file so that I don't have to do it manually for each transaction? > > > > I like to keep a log of transactions in a CSV file separately from my > > Gnucash file, and then import that CSV. If Gnucash doesn't allow setting > > both accounts in a CSV file, maybe there is a way to use the QIF format > to > > set both accounts and then import the QIF file? I am open to that, if > that > > is possible. > > > > Regards > > Patrick > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > > > > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Import a transaction from a CSV file with both the debit and credit account set
I'm pretty sure what you ask can be done in the new csv importer in GnuCash 3.x. What version of GnuCash are you using ? Regards, Geert Op zaterdag 12 januari 2019 00:34:06 CET schreef Patrick: > Hello, > > When I am importing transactions from a CSV, I see a way to set one of the > accounts involved with the transaction, but not the other account. The only > way I know to set the other account is to do it manually in the import > wizard for each transaction. Is there a way to set both accounts in the CSV > file so that I don't have to do it manually for each transaction? > > I like to keep a log of transactions in a CSV file separately from my > Gnucash file, and then import that CSV. If Gnucash doesn't allow setting > both accounts in a CSV file, maybe there is a way to use the QIF format to > set both accounts and then import the QIF file? I am open to that, if that > is possible. > > Regards > Patrick > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Import a transaction from a CSV file with both the debit and credit account set
Hello, When I am importing transactions from a CSV, I see a way to set one of the accounts involved with the transaction, but not the other account. The only way I know to set the other account is to do it manually in the import wizard for each transaction. Is there a way to set both accounts in the CSV file so that I don't have to do it manually for each transaction? I like to keep a log of transactions in a CSV file separately from my Gnucash file, and then import that CSV. If Gnucash doesn't allow setting both accounts in a CSV file, maybe there is a way to use the QIF format to set both accounts and then import the QIF file? I am open to that, if that is possible. Regards Patrick ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
